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- Custodian
- Stonex ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-1987
- Office Locations
- 1
Office Locations
About Karpus Investment Management
Karpus Investment Management is a fiduciary RIA providing conservative, long-term investment advisory and foundation services. The firm serves individuals/families and institutional clients with individually managed, diversified portfolios tailored to risk, income needs, time horizon and taxes. Strategies include tax-sensitive fixed income, balanced and equity management, plus cash management.
Team overview
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Owner & Executives
JODI LEE HEDBERG
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
DANIEL LEE LIPPINCOTT
Chief Investment Officer, President
- CRD
- #6019452
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DAVID PATRICK ANGELINE
Vice President
- CRD
- #7421166
DAVID ANTHONY D'AMBROSIO
Senior Vice President
- CRD
- #4056925
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,010,769,565 | $1,759,881 |
| Non-Discretionary | $0 | -- |
| Total | $4,010,769,565 | $1,759,881 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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